Your fiduciary firmaugmented
One OS to manage all your mandates. Swiss compliance built-in, contextual AI agents, complete traceability.
The daily reality of a firm, today
Scaling mandates shouldn't mean scaling complexity.
Juggling between 10 different tools per client.
Re-entering the same data into 5 different systems.
Manually verifying VAT compliance and QR-Bill for each client.
No consolidated view across the client portfolio.
Error risk multiplied by the number of mandates.
One cockpit for all your mandates
A single dashboard to manage all your mandates. Every client, every module, every action — in one place.
Your entire portfolio
Consolidated view of all your clients: statuses, active modules, recent activity, KPIs.
Direct access
Access each client's operations directly in one click.
Contextual switching
Switch between clients instantly, without login/logout.
Granular permissions
Control who sees what: by team member, by client, by group.
Compliance, built-in and automated
Compliance is not an add-on — it's woven into every operation.
Swiss VAT
Historized rates (7.7% → 8.1%), automatic resolution by transaction date.
QR-Bill
Automatic generation on every invoice, native validation.
ESTV declarations
Automatic calculation from the ledger, XML export ready to submit.
Chart of accounts
Swiss GAAP FER / CH_STANDARD pre-configured, ready to use.
Deterministic skills
VAT validation, reconciliation, payroll — tested, deterministic, and traceable.
Multi-country ready
Country-aware architecture, ready for FR/DE/EU expansion.
One agent for every mandate
The agent knows each client's context, applies business skills, and acts across apps — with full traceability.
Your agent
Available 24/7
Summarize TechFlow AG's situation this quarter.
Revenue up 12%. 3 unpaid invoices >30 days. VAT declaration Q1 ready, 2 discrepancies to review. Bank reconciliation: 98.5% automated.
Prepare the VAT declaration and create follow-up tasks.
VAT declaration Q1 prepared and ready for export. Follow-up tasks created and assigned to the relevant team members.
Complete client context via the business graph — the agent knows every mandate.
Deterministic skills: VAT, bank reconciliation, payroll — tested and traceable.
Full traceability of every action, every calculation, every linked document.
Human in the loop for sensitive decisions and critical validations.
Manage 50 clients like one
Every unit gain is multiplied by the number of mandates. That's the multiplier effect.
1,000h
For 50 clients
0 VAT errors
Across the entire portfolio
24h
Instead of 2 weeks
1 dashboard
To see everything
Partner dashboard with consolidated KPIs across all your clients.
Fiduciary team with scoping by client and by group.
Cross-client global search: invoices, contacts, documents.
Consolidated notifications and alerts across your entire portfolio.
All administration, in one OS
The essential modules for a fiduciary firm, in a single OS.
Accounting
Swiss GAAP FER, journal entries, general ledger, balance sheet and P&L.
Your agent
Available 24/7
Complete client context via the business graph — the agent knows every mandate.
Deterministic skills: VAT, bank reconciliation, payroll — tested and traceable.
Full traceability of every action, every calculation, every linked document.
Your agent
Available 24/7
When everything is connected, gains become mechanical.
What changes for your firm
The multiplier effect: every gain is multiplied by the number of mandates.
Quarterly close
Before
3 days per client, manual checks, multiple exports.
After
Automated, continuous reconciliation, 2h per client.
VAT compliance
Before
Manual rate verification, error-prone, frequent corrections.
After
Deterministic skills, historized rates, 0 errors.
Client onboarding
Before
2 weeks of manual setup, chart of accounts entry.
After
Template + automated import, operational in 24h.
Fiduciary-grade security
Client confidentiality is sacred. Numezis is designed to respect it.
Client isolation
- Every mandate is isolated by design
- Your team members only see authorized clients
- Granular scoping by user and by group
Data in Switzerland
- Hosted in Switzerland by default
- GDPR and nLPD compliant
- Trusted Swiss infrastructure
Audit trail
- Every action is traced with the real actor's identity
- Complete modification history
- Audit-ready export for auditors
Encryption
- Encryption in transit and at rest
- Least-privilege access
- Strong authentication and secure sessions
Ready to augment your firm?
Join the fiduciary firms transforming their practice with Numezis.